Lifeworks Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $875K | Sell |
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|
2025
Q1 | $771K | Sell |
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|
2024
Q4 | $958K | Buy |
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|
2024
Q3 | $850K | Buy |
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|
2024
Q2 | $706K | Sell |
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|
2024
Q1 | $762K | Sell |
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|
2023
Q4 | $652K | Sell |
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|
2023
Q3 | $578K | Sell |
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|
2023
Q2 | $734K | Sell |
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|
2023
Q1 | $719K | Sell |
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|
2022
Q4 | $667K | Sell |
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|
2022
Q3 | $798K | Sell |
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|
2022
Q2 | $781K | Sell |
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|
2022
Q1 | $1.07M | Sell |
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|
2021
Q4 | $1.95M | Buy |
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